Financial Advisor
Senior Wealth Advisers | National Professional Services Group | $150k + Super
We are representing a premier, accounting-aligned wealth management firm that has recently scaled into a national powerhouse.
Following a significant strategic expansion, they are seeking two high-calibre Senior Financial Advisers to take over established client portfolios within their Victorian division.
These roles are suited to technical experts who value a quality over volume approach and thrive within a professional services ecosystem.
Role 1: Senior Associate / Successor (Melbourne East) Focus: Strategic Handover & Succession This is a rare opportunity to step into a high-value portfolio currently managed by a retiring Senior Partner. You will benefit from a structured 12–18 month transition period, ensuring a seamless transfer of trust and high retention.
Role 2: Regional Relationship Lead (Victoria / Western Suburbs) Focus: Portfolio Optimisation & Multi-Site Engagement This role is designed for an Adviser who enjoys variety and autonomy. You will be the lead contact for a diverse client base across several key regional and outer-suburban hubs.
What’s on Offer? - Remuneration: $140,000 – $150,000 Base + Super (negotiable for top-tier experience).
- Support: Full access to a centralized Paraplanning and CSO team, allowing you to focus purely on advice and strategy.
- Lead Flow: Robust referral pathways from a national accounting network—no cold business development required.
- Security: The stability of a well-resourced, large-scale platform with a clear pathway to equity or partnership.
About you: - Experience: 5+ years as a registered Financial Adviser with a clean compliance record.
- Compliance: Fully qualified (relevant degree/FASEA/Prof Year) and authorised to provide comprehensive advice.
- Communication: Ability to navigate the nuances of an accounting-led environment and communicate with HNW stakeholders.
- Flexibility: For the Regional role, a genuine willingness to travel and manage a multi-site diary.
Send your resume to slillefosse@andersenpartnership.com or apply via the portal.
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